2026-02-07 2026-02-07 , online online, 1,820 € zzgl. MwSt. Simone Frattasi https://www.forum-institut.de/seminar/26061133-toolbox-for-ip-managers-and-patent-professionals/referenten/26/26_06/26061133-online-course-toolbox-for-ip-managers-and-patent-professionals_frattasi-simone.jpg Toolbox for IP Managers and Patent Professionals

The course provides practical methods for building and upgrading IP workflows, including competitor analysis, KPI reporting, portfolio scoring, budgeting, and risk assessment. It targets IP managers and patent professionals with prior IP knowledge, offering structured foundations and AI enhanced workflow design.

Topics
  • Strategic IP intelligence & competitive insight using AI
  • Executive KPI dashboards & visual portfolio reporting
  • Intelligent invention disclosure & filing decision workflows
  • AI-assisted financial management, budgeting & cost control
  • Portfolio scoring, pruning & lifecycle optimization
  • Risk management, prior-art synthesis & Office Action analysis


Who should attend
Are you an IP manager or patent professional looking to build a practical toolkit for everyday IP operations? Then, this online course is ideal for you! Prior IP knowledge is required.
Aims and objectives
This online course gives you a practical, hands-on toolkit to streamline daily IP and patent operations. You will learn to:
  • Set up lightweight dashboards, decision flowcharts, and working templates that improve portfolio visibility, prioritization, and team communication.
  • Apply the Hybrid Workflow: start with robust Non-AI foundations (templates & logic) and layer Advanced AI upgrades to automate the heavy lifting - from invoice processing to prior art synthesis.
  • Design and run intelligent workflows for portfolio scoring, filing decisions, KPI reporting, predictive budgeting, automated risk assessment, inventor engagement, and sophisticated portfolio management.
Your benefit

  • Practical demos to build dashboards, flowcharts, and templates you can use immediately at work
  • Methods to automate invoice processing, forecast budgets, and monitor outside counsel performance
  • Techniques to retrieve IP-focused news and generate executive-ready KPI reports and visual summaries with minimal effort

Toolbox for IP Managers and Patent Professionals

Toolbox for IP Managers and Patent Professionals

A hands-on course on building, upgrading, and automating core IP workflows

Benefits
  • AI-driven IP insights and competitor analysis
  • Hands-on workflows for portfolio scoring and pruning
  • Practical tools for KPI dashboards and reporting
  • AI-supported financial and risk management pr

Webcode 26061133

Jetzt buchen

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Referenten


Alles auf einen Blick

Termin

15 - 16/06/2026

15 - 16/06/2026

Zeitraum

15 - 16 June 2026 - online I each day from 09:00 to 17:00 CET

15 - 16 June 2026 - online I each day from 09:00 to 17:00 CET
Veranstaltungsort

online

online

Gebühr
Your contact

Jean-Claude Alexandre Ho, LL.M.
Lawyer, Conference Manager

+49 6221 500-675
jc.alexandreho@forum-institut.de

Details

The course provides practical methods for building and upgrading IP workflows, including competitor analysis, KPI reporting, portfolio scoring, budgeting, and risk assessment. It targets IP managers and patent professionals with prior IP knowledge, offering structured foundations and AI enhanced workflow design.

Topics

  • Strategic IP intelligence & competitive insight using AI
  • Executive KPI dashboards & visual portfolio reporting
  • Intelligent invention disclosure & filing decision workflows
  • AI-assisted financial management, budgeting & cost control
  • Portfolio scoring, pruning & lifecycle optimization
  • Risk management, prior-art synthesis & Office Action analysis


Who should attend
Are you an IP manager or patent professional looking to build a practical toolkit for everyday IP operations? Then, this online course is ideal for you! Prior IP knowledge is required.

Aims and objectives

This online course gives you a practical, hands-on toolkit to streamline daily IP and patent operations. You will learn to:

  • Set up lightweight dashboards, decision flowcharts, and working templates that improve portfolio visibility, prioritization, and team communication.
  • Apply the Hybrid Workflow: start with robust Non-AI foundations (templates & logic) and layer Advanced AI upgrades to automate the heavy lifting - from invoice processing to prior art synthesis.
  • Design and run intelligent workflows for portfolio scoring, filing decisions, KPI reporting, predictive budgeting, automated risk assessment, inventor engagement, and sophisticated portfolio management.

Your benefit

  • Practical demos to build dashboards, flowcharts, and templates you can use immediately at work
  • Methods to automate invoice processing, forecast budgets, and monitor outside counsel performance
  • Techniques to retrieve IP-focused news and generate executive-ready KPI reports and visual summaries with minimal effort

Detailed programme

15 - 16 June 2026 - online I each day from 09:00 to 17:00 CET

Strategic Intelligence & Competitive Insight
  • Non-AI base: set up an IP digest
  • AI upgrade (Perplexity & Gemini): deep research on landscape and competitor analysis
  • Workshop: "Company Update" workflow for IP strategy

Portfolio Reporting & Visualization
  • Non-AI base: Excel-based KPI dashboard
  • AI upgrade (Claude/Gemini): generate interactive executive summaries and visual dashboards from raw portfolio data
  • Use case: transform a static "status table" into a C-level visual report

Invention Disclosure & Review
  • Non-AI base: invention disclosure forms (Word/Excel) and inventor review questionnaires
  • AI upgrade: simplify draft reviews for inventors (custom GPTs); identify missing features in patent drafts (NotebookLM)

Financial Management & Cost Control
  • Non-AI base: budget and bidding templates
  • AI upgrade: invoice analysis (custom GPTs), invoice data extraction, fee schedule comparison, and Excel exports; budget calculator (Claude), yearly data ingestion, and future cost projection based on filing strategy

Data Quality & Governance
  • Non-AI base: IPMS data quality (Excel)
  • AI upgrade: clean OCR errors, fill missing bibliographic data, and standardize assignee names

Portfolio Scoring & Pruning
  • Non-AI base: Patent Scorecard, Pruning Recommendation Tool (Excel)
  • AI upgrade (AI agents): populate the scorecard
  • Use case: link scorecard outputs to filing, prosecution, and renewal decisions

Risk Management
  • Non-AI base: IP Risk Register and FTO Decision-Making Flowchart
  • AI upgrade (NotebookLM + deep research): assess "Third Party Aggressiveness" and populate risk scenarios

Office Action & File History Analysis
  • Non-AI base: standard reporting emails and claim charts
  • AI upgrade: rejections summary using file wrapper, map claim elements, and validate support (NotebookLM deep dive); claim analysis, deconstruct independent claims, and map them to the specification (various AI tools)

Landscape & prior art
  • Non-AI base: Novelty Matrix
  • AI upgrade: landscape searches (i.a. Perplexity), synthesize findings into a "State of the Art" report (ChatGPT Deep Research)

More informations

Benefits of a FORUM Institut training course

FORUM Institut’s all-in-one training platform uses the latest teaching methods.
All our online training courses take place in the Learning Space, our holistic learning environment with many features that promote effective and sustainable learning.

  • Live and interactive learning on our Learning Space training platform
  • A platform with many features: events rooms, chat, course agendas and documents, surveys, workshop rooms and much more
  • Easy surveys with Slido
  • ‘Deluxe’ chat: group chats, one-to-one chats, one-to-one video chats
  • A central repository for documents and media
  • Other services and apps such as Padlet and Mentimeter available directly on the platform
  • The perfect marriage of teaching methods and technology
  • High level of interactivity with plenty of opportunity for questions
  • Continuous support throughout the event to ensure the most effective learning
  • Free technical pre-meeting to start off your training on the right foot

Technical requirements

You need a reliable Internet connection to take part in our online events. To have the best possible learning experience, we recommend that you use the latest version of the Microsoft Edge or Google Chrome browsers. You will need a headset, loudspeaker or telephone to play the audio. Further information is available here. Please check beforehand that your microphone or headset and camera are working properly. Do not access our services from a VPN since there are issues with the audio over such connections.

We have integrated Zoom video conferencing software into our Learning Space for our online training courses. If you are not authorised to use Zoom, please get in touch with us so we can make alternative arrangements for you to take part in our online training.

Free pre-meeting and technology check

You can attend one of our pre-meetings and explore our Learning Space free of charge. Registration is not required. You can find available dates for a pre-meeting in your customer portal. Click the green ‘Participate’ button in the pre-meeting in the customer portal and you will be redirected to the Learning Space.

The pre-meeting gives you the opportunity to explore our Learning Space and to familiarise yourself with the technology to start off your online training on the right foot. This is a non-binding offer for all our customers and not a prerequisite for participation. If a pre-meeting date does not suit you but you would still like a technology check, please contact us.

Access to and procedure for online events

Once you have registered for an event, we will send you the access information for your customer portal. Click here to log in to the customer portal using your email address and password. Please ensure you can access the customer portal before the day of the event.

All important or additional information and personal documents are available in your personalised customer portal. This is also where you start your online courses. If you do not have access to the customer portal yet, you can easily register here.

On the day of the event, you kick off your online training in the customer portal by clicking ‘Participate’ directly in the respective event. You will then be redirected to the Learning Space.

Learn more about our online events here.

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